# BADGLEY, PHELPS AND BELL, INC.

BADGLEY, PHELPS AND BELL, INC. of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 108392
- Type: SEC-registered investment adviser
- SEC file number: 801-9075
- Location: 1420 FIFTH AVENUE, SUITE 3200, SEATTLE, WA, 98101-2349
- Phone: 206-623-6172
- Latest filing: 2021-05-10
- Regulatory AUM: $3.8B
- Discretionary AUM: $3.6B
- Non-discretionary AUM: $261.5M
- Clients: 22
- Accounts: 1,938

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| PHELPS STEVEN CLEMMER | DIRECTOR AND CHIEF EXECUTIVE OFFICER | — |
| CALLAGHAN JAMES KEVIN | CHAIRMAN, DIRECTOR AND OFFICER; DIRECTOR AND OFFICER | — |
| GUZMAN LISA PEIGHTAL | CHIEF COMPLIANCE OFFICER; DIRECTOR AND CHIEF OPERATIONS OFFICER; DIRECTOR AND OFFICER (+3 more) | — |
| CARLETTI MITZI WILSON | DIRECTOR AND OFFICER; OFFICER | — |
| HANSEN CLARE MARGARET | OFFICER | — |
| PEPIN CURTIS LEE | DIRECTOR AND DIRECTOR OF MARKETING AND SALES; DIRECTOR AND OFFICER; DIRECTOR, OFFICER AND DIRECTOR OF MARKETING AND SALES (+1 more) | — |
| PHELPS STEVEN | DIRECTOR AND OFFICER | — |
| LANKTON HELENA BARBEY | OFFICER | — |
| CALLAGHAN J | DIRECTOR AND OFFICER | — |
| BARBEY HELENA G | OFFICER | — |
| VOKEY SCOTT REID | GENERAL COUNSEL | — |
| GERKE MICHAEL ROBERT | OFFICER; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108392/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108392/similar
- Related entities: https://search.stillhousedata.com/firm/108392/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108392

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.